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Returns after fees, against Nifty 50 TRI, as reported to APMI.
| Period | Strategy | Benchmark | Ahead / behind |
|---|---|---|---|
| 1 month | −6.4% | −6.0% | −0.4 pts |
| 3 months | −7.7% | −4.9% | −2.8 pts |
| 6 months | +3.5% | +2.1% | +1.4 pts |
| 1 year | −5.6% | −7.1% | +1.5 pts |
| 2 years a year | −0.5% | −5.3% | +4.8 pts |
| 3 years a year | +7.2% | +6.0% | +1.1 pts |
| 4 years a year | +6.3% | +8.5% | −2.2 pts |
| 5 years a year | +3.7% | +6.4% | −2.7 pts |
| 7 years a year | +7.2% | +11.5% | −4.2 pts |
| Since start a year | +6.9% | +10.7% | −3.8 pts |
Periods over one year are yearly averages (CAGR). Updated monthly.
How much of Nifty 50 TRI's rises and falls it took, how consistently it beat it, and its largest fall — over the period chosen above.
Upside and downside capture, capture ratio, information ratio and the largest fall — for any period you choose.
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All figures are as reported to APMI by the portfolio manager and are updated monthly. A blank means the manager has not reported it. Past performance is not a guide to future returns.
₹100 put into ASK FINANCIAL OPPORTUNITIES PORTFOLIO at the start of Oct 2025 was worth ₹94 by the end of Sep 2026. In Nifty 50 TRI it was worth ₹93.
Monthly returns as reported to APMI, after fees; available from Apr 2023. Change the period in the bar above.